See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,667 | $167,307-76.3% | $143,757-72.4% | $134,475-70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.41% | 0.46%-25.9pp | -0.04%-25.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $3,043 | $5,619-45.8% | $4,951-38.5% | $4,740-35.8% |
| Participant deferral / active EE | $15,373 | $6,446+138.5% | $5,637+172.7% | $6,400+140.2% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |